Maximize Your Social Security & Reduce Taxes in Retirement
Learn proven strategies that could help increase your lifetime Social Security income and potentially reduce the taxes you pay in retirement.
- Hosted by Jeremiah Nolen, CRPC®, NSSA®
- 2023 NSSA Advisor of the Year
- Independent Fiduciary — Educational, not a sales pitch
Real strategies for the decisions that shape your retirement
Every section is built around the choices pre-retirees and retirees are making right now in North Alabama.
Common Social Security mistakes that can cost thousands
When to claim benefits for maximum lifetime income
How spousal and survivor benefits work
Tax strategies that may help reduce retirement taxes
Roth conversion opportunities
Ways to create more predictable retirement income
Strategies to help retirement savings last longer
The retirement landscape has changed. Your plan should reflect it.
Rising Taxes
Federal tax brackets are scheduled to change. Now is the time to evaluate whether Roth conversions or other strategies fit your plan.
Market Volatility
Sequence-of-returns risk can quietly derail retirement. Learn how to position assets so a bad market year doesn't reshape your future.
Inflation Concerns
Even modest inflation compounds. Understand income strategies designed to keep pace as costs rise.
Maximize Retirement Income
Most households claim Social Security without a written strategy. The right timing can mean tens of thousands in lifetime benefits.
Avoid Costly Mistakes
Medicare IRMAA surcharges, RMD penalties, and provisional income surprises are avoidable with the right planning.
Plan Together
Bring your spouse. Spousal and survivor decisions are some of the most consequential in retirement.
Jeremiah Nolen, CRPC®, NSSA®
Founder, Next Phase Advisors · Independent Fiduciary Investment Advisor
Jeremiah Nolen is the founder of Next Phase Advisors and a retirement income specialist serving families across North Alabama. As an independent fiduciary, he is legally obligated to put his clients' interests first.
Named 2023 NSSA Advisor of the Year, Jeremiah focuses exclusively on the planning issues that matter most in the years leading up to and through retirement: Social Security optimization, tax-efficient withdrawals, Roth conversions, Medicare planning, and estate coordination.
He has helped hundreds of Alabama households build clear, written retirement income plans designed to maximize lifetime income, reduce taxes, and weather market and inflation uncertainty.
Real confidence. Real plans.
"Jeremiah walked us through exactly when each of us should claim Social Security. We left with a written plan and real confidence for the first time."
"The Roth conversion strategy alone is projected to save us a significant amount in lifetime taxes. The seminar was educational — no pressure, no pitch."
"We felt like our retirement was a guessing game. Now we have a clear income plan and we actually understand it."
Testimonials reflect individual client experiences and are not indicative of future results. Names may be changed for privacy.
Questions about the seminar
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Join us for this complimentary educational event and learn strategies that may help you maximize retirement income and reduce taxes.